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Breaking down USD 53
billion US New Mobility
Market - 2019
Amit Agrawal

amitka01@gmail.com

www.linkedin.com/in/amitka01

01.04.2020
1
USD 53 Billion Gross Booking Value
2019 Urban Mobility Services
DRT & 

Paratransit

(NA)
Bike Sharing 

(0.2)
eScooter Sharing 

(0.35)
TNC Market
Car Sharing 

(0.25)
Taxis
(7.8)
Declining Growing
Ride hailing
(43.9)
Figures in bracket represent annual market size in 2019 in USD billion. 

In US, TNCs overlap with Bikesharing and paratransit (through municipal partnerships) but not with escooter sharing or car sharing
Amit Agrawal; www.linkedin.com/in/amitka01 

Feedback : amitka01@gmail.com
01.04.2020
!2
!3
[ USD 31.6 for Uber ] + [ USD 12.3 billion for Lyft ]

[ Uber US Gross Booking (Ride hailing) ] + [ Lyft US Gross Booking ] ; 

Uber US GBV = USD 8.23 billion X 76% / 19.8%

[Uber US Annual revenue - Uber Reported] X [(Global) share of Ride hailing business - Uber Reported] / [Global take rate of Uber - Uber reported] ;

Lyft US GBV = USD 3.60 billion X 91.2% / 28.7%

[Lyft US + Canada Annual revenue - Lyft reported] X [US population /(US + Canada Population)] / [Take rate of Lyft - Bloomberg] ;
USD 43.9 Billion
2019 Ride-hailing Market
Image : Business Insider
Amit Agrawal; www.linkedin.com/in/amitka01 

Feedback : amitka01@gmail.com
01.04.2020
!4
[ USD 14.1 billion ] X [ 144.73/131.77 ] X [ 50%]

[ Size in 2012 - Schaller (2015) ] X [US Consumer Price Inflation - Urban (2012-2019) ] X [ Decline in Taxi business 2012-2018- Schaller (2018) ]
USD 7.8 Billion
2019 US Taxi and Limousine Market
Image : amazon.com
Amit Agrawal; www.linkedin.com/in/amitka01 

Feedback : amitka01@gmail.com
01.04.2020
!5
[ 23376 ] X [ 1-9.8% ] X [ USD 12000 ]

[ North America fleet size - Shaheen (2020) ] X [ Exclude Canada by share of population ] X [ Revenue per car per annum (own assumption) ]
USD 0.25 Billion
2019 US Car Sharing Market
Image : dreamstime.com
Amit Agrawal; www.linkedin.com/in/amitka01 

Feedback : amitka01@gmail.com
01.04.2020
!6
100 million trips X USD 3.50 / trip 

[ 2.5 growth factor (own assumption) X ~40 million trips in 2018 - NATCO] X [Price per trip - NATCO 2018]
USD 0.35 Billion
2019 escooter-sharing Market
Image : wuppertal-total.de
Amit Agrawal; www.linkedin.com/in/amitka01 

Feedback : amitka01@gmail.com
01.04.2020
!7
45.5 million trips X USD 2.75 / trip X USD 51 mn/40 mn X 1.26

[ Number of bike trips nationally - NATCO 2018) ] X [ Revenue per bike (max) - NATCO 2018 ] X [ Sponsorship upside (New York citibike) -2019] X [ Trip growth rate between 2017 and 2018 - NATCO ]
USD 0.20 Billion
2019 Bikesharing Market
Image : computerbild.de
Amit Agrawal; www.linkedin.com/in/amitka01 

Feedback : amitka01@gmail.com
01.04.2020
Feedback and discussions welcome with experts in the field!
Amit Agrawal
www.linkedin.com/in/amitka01
amitka01@gmail.com
!8 Amit Agrawal; www.linkedin.com/in/amitka01 

Feedback : amitka01@gmail.com
01.04.2020

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New Mobility market in United States (2019)

  • 1. Breaking down USD 53 billion US New Mobility Market - 2019 Amit Agrawal amitka01@gmail.com www.linkedin.com/in/amitka01 01.04.2020 1
  • 2. USD 53 Billion Gross Booking Value 2019 Urban Mobility Services DRT & Paratransit (NA) Bike Sharing (0.2) eScooter Sharing (0.35) TNC Market Car Sharing (0.25) Taxis (7.8) Declining Growing Ride hailing (43.9) Figures in bracket represent annual market size in 2019 in USD billion. In US, TNCs overlap with Bikesharing and paratransit (through municipal partnerships) but not with escooter sharing or car sharing Amit Agrawal; www.linkedin.com/in/amitka01 Feedback : amitka01@gmail.com 01.04.2020 !2
  • 3. !3 [ USD 31.6 for Uber ] + [ USD 12.3 billion for Lyft ] [ Uber US Gross Booking (Ride hailing) ] + [ Lyft US Gross Booking ] ; Uber US GBV = USD 8.23 billion X 76% / 19.8% [Uber US Annual revenue - Uber Reported] X [(Global) share of Ride hailing business - Uber Reported] / [Global take rate of Uber - Uber reported] ; Lyft US GBV = USD 3.60 billion X 91.2% / 28.7% [Lyft US + Canada Annual revenue - Lyft reported] X [US population /(US + Canada Population)] / [Take rate of Lyft - Bloomberg] ; USD 43.9 Billion 2019 Ride-hailing Market Image : Business Insider Amit Agrawal; www.linkedin.com/in/amitka01 Feedback : amitka01@gmail.com 01.04.2020
  • 4. !4 [ USD 14.1 billion ] X [ 144.73/131.77 ] X [ 50%] [ Size in 2012 - Schaller (2015) ] X [US Consumer Price Inflation - Urban (2012-2019) ] X [ Decline in Taxi business 2012-2018- Schaller (2018) ] USD 7.8 Billion 2019 US Taxi and Limousine Market Image : amazon.com Amit Agrawal; www.linkedin.com/in/amitka01 Feedback : amitka01@gmail.com 01.04.2020
  • 5. !5 [ 23376 ] X [ 1-9.8% ] X [ USD 12000 ] [ North America fleet size - Shaheen (2020) ] X [ Exclude Canada by share of population ] X [ Revenue per car per annum (own assumption) ] USD 0.25 Billion 2019 US Car Sharing Market Image : dreamstime.com Amit Agrawal; www.linkedin.com/in/amitka01 Feedback : amitka01@gmail.com 01.04.2020
  • 6. !6 100 million trips X USD 3.50 / trip [ 2.5 growth factor (own assumption) X ~40 million trips in 2018 - NATCO] X [Price per trip - NATCO 2018] USD 0.35 Billion 2019 escooter-sharing Market Image : wuppertal-total.de Amit Agrawal; www.linkedin.com/in/amitka01 Feedback : amitka01@gmail.com 01.04.2020
  • 7. !7 45.5 million trips X USD 2.75 / trip X USD 51 mn/40 mn X 1.26 [ Number of bike trips nationally - NATCO 2018) ] X [ Revenue per bike (max) - NATCO 2018 ] X [ Sponsorship upside (New York citibike) -2019] X [ Trip growth rate between 2017 and 2018 - NATCO ] USD 0.20 Billion 2019 Bikesharing Market Image : computerbild.de Amit Agrawal; www.linkedin.com/in/amitka01 Feedback : amitka01@gmail.com 01.04.2020
  • 8. Feedback and discussions welcome with experts in the field! Amit Agrawal www.linkedin.com/in/amitka01 amitka01@gmail.com !8 Amit Agrawal; www.linkedin.com/in/amitka01 Feedback : amitka01@gmail.com 01.04.2020